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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
4126
Corient IA
Florida
$644K – – –
FCMA
4127
Foresight Capital Management Advisors
Michigan
$643K +$35.6K +115 +6%
SO
4128
Sierra Ocean
California
$643K – – –
BBWP
4129
Beacon Bridge Wealth Partners
Pennsylvania
$641K -$59.8K -193 -9%
SFP
4130
Sterling Financial Planning
New Jersey
$640K – – –
CMBA
4131
C.M. Bidwell & Associates
Hawaii
$639K -$14.2K -46 -2%
FWMM
4132
Foundation Wealth Management (Missouri)
Missouri
$639K -$14.9K -48 -2%
HFW
4133
Horizon Family Wealth
Illinois
$636K +$2.79K +9 +0.5%
CFP
4134
Comprehensive Financial Planning
Pennsylvania
$636K +$35.6K +115 +6%
AA
4135
Auctus Advisors
North Carolina
$635K +$611K +1,972 New
E
4136
Entelevest
Florida
$635K +$610K +1,971 New
RHJA
4137
Rice Hall James & Associates
California
$635K – – –
KA
4138
Kearns & Associates
California
$634K – – –
IFA
4139
Index Fund Advisors
California
$633K +$3.71K +12 +0.6%
WP
4140
Wealthspan Partners
Iowa
$633K -$1.24K -4 -0.2%
MAMG
4141
Milestone Asset Management Group
Connecticut
$631K +$352K +1,136 +138%
SBWIC
4142
Schaper Benz & Wise Investment Counsel
Wisconsin
$630K – – –
TIM
4143
Thornburg Investment Management
New Mexico
$628K -$28.2M -91,207 -98%
LCC
4144
Lincoln Capital Corp
Rhode Island
$627K -$13.6K -44 -2%
IAA
4145
Ironsides Asset Advisors
North Carolina
$627K +$254K +820 +73%
PRI
4146
Prepared Retirement Institute
Pennsylvania
$627K +$21.1K +68 +4%
BIG
4147
Builder Investment Group
Georgia
$627K -$31K -100 -5%
WI
4148
WBI Investments
New Jersey
$626K -$202K -652 -25%
IWP
4149
Innova Wealth Partners
Pennsylvania
$624K +$63.5K +205 +12%
LFGO
4150
Legacy Financial Group (Oklahoma)
Oklahoma
$623K -$619 -2 -0.1%
164 165
166
167 168